View ValuationApplied Optoelectronics 将来の成長Future 基準チェック /56Applied Optoelectronicsは、148.1%と86.4%でそれぞれ年率148.1%で利益と収益が成長すると予測される一方、EPSはgrowで147.6%年率。主要情報148.1%収益成長率147.58%EPS成長率Communications 収益成長18.9%収益成長率86.4%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日31 Jul 2026今後の成長に関する最新情報お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue in the range of $150 million to $165 million.すべての更新を表示Recent updatesBuy Or Sell Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €84.16. The fair value is estimated to be €107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 4.7%.Recent Insider Transactions • Jul 19CFO & Chief Strategy Officer recently sold €427k worth of stockOn the 10th of July, Stefan Murry sold around 4k shares on-market at roughly €107 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.2m. Stefan has been a net seller over the last 12 months, reducing personal holdings by €10m.お知らせ • Jul 17Applied Optoelectronics, Inc. to Report Q2, 2026 Results on Aug 06, 2026Applied Optoelectronics, Inc. announced that they will report Q2, 2026 results on Aug 06, 2026お知らせ • Jun 29+ 12 more updatesApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value BenchmarkApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value Benchmarkお知らせ • Jun 12Applied Optoelectronics Inc Provides Quantumlink Remote Management Software for Spectrum’S Connected 1.8Ghz Amplifier FootprintApplied Optoelectronics Inc. had announced it is providing Spectrum with its QuantumLink remote management software to serve as the control system for all connected 1.8GHz amplifiers across Spectrum’s footprint. Building on Applied Optoelectronics Inc’s established role supporting Spectrum’s network evolution project with connected 1.8GHz amplifiers, the addition of QuantumLink remote management software extends the collaboration into centralized network intelligence and operational control. The deployment of QuantumLink Central enables Spectrum’s machine learning and automation capabilities to drive higher network performance and resiliency. QuantumLink platform will give Spectrum deep operational visibility and remote control of its amplifier assets, helping reduce operational complexity, minimize truck rolls, improve response times, and enable more proactive network optimization across its footprint. Deploying QuantumLink remote management software across Spectrum’s connected 1.8GHz amplifier footprint gives the ability to proactively monitor and manage critical network infrastructure more efficiently, helping improve service reliability, accelerate issue resolution, and support the continued evolution of the HFC network.Recent Insider Transactions • Jun 08Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Min-Chu Chen sold around 8k shares on-market at roughly €173 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.2m. Insiders have been net sellers, collectively disposing of €56m more than they bought in the last 12 months.Recent Insider Transactions • Jun 03Independent Director recently sold €9.2m worth of stockOn the 26th of May, Cynthia DeLaney sold around 57k shares on-market at roughly €163 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €55m more than they bought in the last 12 months.Recent Insider Transactions • May 25Founder recently sold €8.7m worth of stockOn the 19th of May, Chih-Hsiang Lin sold around 58k shares on-market at roughly €149 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chih-Hsiang has been a net seller over the last 12 months, reducing personal holdings by €8.2m.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 15Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Apr 27Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026. Location: 13139 jess pirtle blvd, texas 77478, sugar land United Statesお知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026お知らせ • Mar 18Applied Optoelectronics Inc Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026Applied Optoelectronics Inc. announced plans for the Optical Fiber Communications Conference ‘OFC’, at the Los Angeles Convention Center, March 17-19, where it will demonstrate how its solutions support modern data centers with the bandwidth, power and density needed for future AI systems. Over the past few years, AOI has strategically enhanced its portfolio to provide the high-performance optical sources required for the industry’s shift toward silicon photonics, Near-Packaged Optics (NPO), and co-packaged optics (CPO) architectures. OFC attendees can see AOI’s technology in action in the South Hall, Booth #739, where it will showcase its comprehensive transceiver range —from 100G to 1.6T, alongside a live 6.4T On-Board Optics (OBO) demonstration, powered by AOI’s 400mW external laser small form-factor pluggable (ELSFP). At the heart of AOI’s next-generation showcase is the 400mW laser Continuous Wave (CW) for 25dBm ELSFP. This industry-leading laser source provides the critical high-link-budget foundation required for CPO/NPO architectures. By combining extreme power with a hot-swappable, highly serviceable design, AOI ensures the unwavering reliability essential for mission-critical GPU clusters. AOI’s 6.4T OBO demo is a key advancement in AI networking. While the industry trends toward NPO and CPO, OBO provides an immediate, high-density solution for the signal integrity needs of hyperscale AI infrastructure. 800G and 1.6T Optical Interconnects: Engineered for the extreme throughput demands of modern GPU fabrics, these interconnects provide the scalable bandwidth necessary to support evolving large language models and intensive AI training workloads.お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue in the range of $150 million to $165 million.お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026業績と収益の成長予測DB:A59 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20272,574381168N/A412/31/20261,03073-148N/A53/31/2026507-43-449-209N/A12/31/2025456-38-385-174N/A9/30/2025422-156-324-169N/A6/30/2025368-156-269-155N/A3/31/2025309-173-163-92N/A12/31/2024249-187-120-70N/A9/30/2024210-81-74-43N/A6/30/2024207-72-69-44N/A3/31/2024205-63-49-27N/A12/31/2023218-56-23-8N/A9/30/2023219-62-19-13N/A6/30/2023213-69-11-7N/A3/31/2023224-67-24-20N/A12/31/2022223-66-18-14N/A9/30/2022216-61-17-11N/A6/30/2022212-61-72N/A3/31/2022214-55-90N/A12/31/2021212-54-22-12N/A9/30/2021209-53-38-25N/A6/30/2021233-47-49-35N/A3/31/2021244-57-70-51N/A12/31/2020235-58-64-44N/A9/30/2020231-80-53-33N/A6/30/2020200-80-47-33N/A3/31/2020179-72-32-10N/A12/31/2019191-66N/A-2N/A9/30/2019200-39N/A-10N/A6/30/2019211-34N/A3N/A3/31/2019255-15N/A18N/A12/31/2018267-2N/A14N/A9/30/201828912N/A52N/A6/30/201832235N/A52N/A3/31/201835156N/A71N/A12/31/201738274N/A84N/A9/30/201738782N/A86N/A6/30/201736981N/A85N/A3/31/201730752N/A58N/A12/31/201626131N/A57N/A9/30/201622920N/A31N/A6/30/20162165N/A18N/A3/31/201621010N/A8N/A12/31/201519011N/A-15N/A9/30/20151739N/A-10N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: A59は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: A59今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: A59今後 3 年以内に収益を上げることが予想されます。収益対市場: A59の収益 ( 86.4% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: A59の収益 ( 86.4% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: A59の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/05 09:46終値2026/08/05 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Applied Optoelectronics, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関null nullArgus Research CompanyKu KangB. Riley Securities, Inc.Richard ShannonCraig-Hallum Capital Group LLC11 その他のアナリストを表示
お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue in the range of $150 million to $165 million.
Buy Or Sell Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €84.16. The fair value is estimated to be €107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 4.7%.
Recent Insider Transactions • Jul 19CFO & Chief Strategy Officer recently sold €427k worth of stockOn the 10th of July, Stefan Murry sold around 4k shares on-market at roughly €107 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.2m. Stefan has been a net seller over the last 12 months, reducing personal holdings by €10m.
お知らせ • Jul 17Applied Optoelectronics, Inc. to Report Q2, 2026 Results on Aug 06, 2026Applied Optoelectronics, Inc. announced that they will report Q2, 2026 results on Aug 06, 2026
お知らせ • Jun 29+ 12 more updatesApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value BenchmarkApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value Benchmark
お知らせ • Jun 12Applied Optoelectronics Inc Provides Quantumlink Remote Management Software for Spectrum’S Connected 1.8Ghz Amplifier FootprintApplied Optoelectronics Inc. had announced it is providing Spectrum with its QuantumLink remote management software to serve as the control system for all connected 1.8GHz amplifiers across Spectrum’s footprint. Building on Applied Optoelectronics Inc’s established role supporting Spectrum’s network evolution project with connected 1.8GHz amplifiers, the addition of QuantumLink remote management software extends the collaboration into centralized network intelligence and operational control. The deployment of QuantumLink Central enables Spectrum’s machine learning and automation capabilities to drive higher network performance and resiliency. QuantumLink platform will give Spectrum deep operational visibility and remote control of its amplifier assets, helping reduce operational complexity, minimize truck rolls, improve response times, and enable more proactive network optimization across its footprint. Deploying QuantumLink remote management software across Spectrum’s connected 1.8GHz amplifier footprint gives the ability to proactively monitor and manage critical network infrastructure more efficiently, helping improve service reliability, accelerate issue resolution, and support the continued evolution of the HFC network.
Recent Insider Transactions • Jun 08Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Min-Chu Chen sold around 8k shares on-market at roughly €173 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €9.2m. Insiders have been net sellers, collectively disposing of €56m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 03Independent Director recently sold €9.2m worth of stockOn the 26th of May, Cynthia DeLaney sold around 57k shares on-market at roughly €163 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €55m more than they bought in the last 12 months.
Recent Insider Transactions • May 25Founder recently sold €8.7m worth of stockOn the 19th of May, Chih-Hsiang Lin sold around 58k shares on-market at roughly €149 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chih-Hsiang has been a net seller over the last 12 months, reducing personal holdings by €8.2m.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 15Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Apr 27Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026. Location: 13139 jess pirtle blvd, texas 77478, sugar land United States
お知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • Mar 18Applied Optoelectronics Inc Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026Applied Optoelectronics Inc. announced plans for the Optical Fiber Communications Conference ‘OFC’, at the Los Angeles Convention Center, March 17-19, where it will demonstrate how its solutions support modern data centers with the bandwidth, power and density needed for future AI systems. Over the past few years, AOI has strategically enhanced its portfolio to provide the high-performance optical sources required for the industry’s shift toward silicon photonics, Near-Packaged Optics (NPO), and co-packaged optics (CPO) architectures. OFC attendees can see AOI’s technology in action in the South Hall, Booth #739, where it will showcase its comprehensive transceiver range —from 100G to 1.6T, alongside a live 6.4T On-Board Optics (OBO) demonstration, powered by AOI’s 400mW external laser small form-factor pluggable (ELSFP). At the heart of AOI’s next-generation showcase is the 400mW laser Continuous Wave (CW) for 25dBm ELSFP. This industry-leading laser source provides the critical high-link-budget foundation required for CPO/NPO architectures. By combining extreme power with a hot-swappable, highly serviceable design, AOI ensures the unwavering reliability essential for mission-critical GPU clusters. AOI’s 6.4T OBO demo is a key advancement in AI networking. While the industry trends toward NPO and CPO, OBO provides an immediate, high-density solution for the signal integrity needs of hyperscale AI infrastructure. 800G and 1.6T Optical Interconnects: Engineered for the extreme throughput demands of modern GPU fabrics, these interconnects provide the scalable bandwidth necessary to support evolving large language models and intensive AI training workloads.
お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue in the range of $150 million to $165 million.
お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026